Director Of Marketing | Investor Relations@ SAM Wealth Management
Vanessa Yuan
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Fordham University
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Tell me more about Vanessa Yuan?
FlashIntel GPTVanessa Yuan is a highly experienced professional with 17.7 years of work experience. She has held various positions in the financial services industry, including Senior Investment Consultant at SAM Wealth Management and Senior Vice President at Citi. Vanessa has also worked as a Corporate & Investment Banking Associate at MUFG and as an Investment Counselor at Fisher Investments. She has a strong background in investment consulting and has worked with a wide range of clients, including individuals, small businesses, and institutional investors. Vanessa's expertise and extensive work history make her a valuable asset in the financial services industry.
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Work Experience
Director Of Marketing | Investor Relations
Senior Investment Consultant
Financial Services
Vanessa Yuan's Professional Milestones
- Senior Investment Consultant (2018-04-01~): Gained comprehensive guidance on investment strategies, maximizing returns and minimizing risks.
- Senior Vice President - Citigroup Private Bank - Global Investments (2016-12-01~2018-04-01): Transformed banking operations, driving profitability, and delivering exceptional value to clients in diverse markets.
Education
Certification
Colleagues
Christopher DeLaura
chief executive officer at stansberry asset management
Samuel Clifford
chief technology officer at stansberry asset management
Michael Joseph, CFA
Deputy Chief Investment Officer
Tom Casper
sr vice president - south east region
Austin Root
chief investment officer at stansberry asset management
Other Named Vanessa Yuan
Frequently asked questions
We found 1 Vanessa Yuan's email addresses
We found 1 Vanessa Yuan's phone numbers
Vanessa Yuan's social media include: Linkedin,
Vanessa Yuan works for SAM Wealth Management
Vanessa Yuan's role in SAM Wealth Management is Director Of Marketing | Investor Relations
Vanessa Yuan works in the industry of Financial Services
Vanessa Yuan's colleagues are Christopher DeLaura,Samuel Clifford,Michael Joseph, CFA
Vanessa Yuan's latest job experience is Director Of Marketing | Investor Relations at SAM Wealth Management
Vanessa Yuan's latest education in Fordham University
